A detailed history of Ieq Capital, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Ieq Capital, LLC holds 16,607 shares of UVSP stock, worth $510,665. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,607
Previous 12,541 32.42%
Holding current value
$510,665
Previous $376,000 32.45%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$28.12 - $32.7 $114,335 - $132,958
4,066 Added 32.42%
16,607 $498,000
Q2 2025

Aug 14, 2025

BUY
$25.3 - $31.35 $113,015 - $140,040
4,467 Added 55.33%
12,541 $376,000
Q1 2025

May 14, 2025

BUY
$27.52 - $31.63 $222,196 - $255,380
8,074 New
8,074 $228,000

Others Institutions Holding UVSP

About UNIVEST FINANCIAL Corp


  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $899M
  • Description
  • Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...
More about UVSP
Track This Portfolio

Track Ieq Capital, LLC Portfolio

Follow Ieq Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ieq Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ieq Capital, LLC with notifications on news.